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HealthEquity (HQY) Institutional Ownership

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$85.25
-0.96 (-1.11%)
(As of 10/31/2024 ET)
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Institutional Ownership Changes (13F Filings) for HealthEquity (NASDAQ:HQY)

Current
Institutional Ownership
Percentage
99.55%
Number of
Institutional Buyers
(last 12 months)
186
Total
Institutional Inflows
(last 12 months)
$1.03B
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$420.74M
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HQY Institutional Buying and Selling by Quarter

HealthEquity Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/31/2024Principal Financial Group Inc.242,405$19.84M0.0%-28.2%0.279%
10/30/2024 Amalgamated Bank39,831$3.26M0.0%-5.5%0.046%
10/28/2024 Cambiar Investors LLC188,745$15.45M0.6%-0.7%0.216%
10/28/2024 Stephens Inc. AR6,476$530K0.0%+5.6%0.007%
10/28/2024 Stephens Investment Management Group LLC1,249,082$102.24M1.4%-3.0%1.430%
10/25/2024 1620 Investment Advisors Inc.1,366$112K0.1%N/A0.002%
10/25/2024 Diversify Wealth Management LLC92,417$8.10M0.7%-2.6%0.106%
10/25/2024 New York State Teachers Retirement System83,997$6.88M0.0%+1.4%0.097%
10/24/2024 Nisa Investment Advisors LLC3,420$280K0.0%+19.8%0.004%
10/24/2024 State of Alaska Department of Revenue10,146$830K0.0%+7.2%0.012%
10/24/2024 Wealth Enhancement Advisory Services LLC3,649$299K0.0%+18.8%0.004%
10/23/2024 Louisiana State Employees Retirement System24,100$1.97M0.0%-2.0%0.028%
10/23/2024 Dakota Wealth Management2,800$229K0.0%-10.8%0.003%
10/23/2024 Moody Aldrich Partners LLC56,895$4.66M0.8%-2.0%0.065%
10/22/2024 Private Advisor Group LLC2,544$208K0.0%N/A0.003%
10/22/2024 Signaturefd LLC1,333$109K0.0%-25.4%0.002%
10/22/2024 Sequoia Financial Advisors LLC13,314$1.09M0.0%+2.3%0.015%
10/19/2024 Allspring Global Investments Holdings LLC1,037,780$84.94M0.1%-7.5%1.193%
10/18/2024Raymond James & Associates151,318$12.39M0.0%+1.3%0.174%
10/17/2024 AlphaMark Advisors LLC4,570$374K0.1%+18.8%0.005%
10/16/2024 Vontobel Holding Ltd.22,362$1.83M0.0%-11.4%0.026%
10/11/2024 Creative Planning23,632$1.93M0.0%+18.6%0.027%
10/11/2024 Elk River Wealth Management LLC66,181$5.42M1.0%+0.3%0.076%
10/11/2024 Paladin Wealth LLC473$39K0.0%N/A0.001%
10/10/2024 Exchange Traded Concepts LLC9,568$783K0.0%+17.3%0.011%
10/10/2024 Inspire Investing LLC24,027$1.97M0.2%+75.2%0.028%
10/8/2024 CWM LLC3,635$298K0.0%-8.2%0.004%
10/8/2024 Atomi Financial Group Inc.2,541$208K0.0%N/A0.003%
10/7/2024 GAMMA Investing LLC939$77K0.0%+57.8%0.001%
10/5/2024 Handelsbanken Fonder AB20,616$1.69M0.0%+19.7%0.024%
10/3/2024 SG Americas Securities LLC11,671$955K0.0%+207.3%0.013%
9/30/2024 Mattson Financial Services LLC5,536$477K0.2%N/A0.006%
9/16/2024Point72 Asia Singapore Pte. Ltd.850$73K0.0%N/A0.001%
8/30/2024Brown Financial Advisors3,838$331K0.1%N/A0.004%
8/27/2024Clearbridge Investments LLC2,377,204$204.92M0.2%+1.9%2.732%
8/21/2024Truist Financial Corp2,864$247K0.0%+7.0%0.003%
8/19/2024Point72 Asset Management L.P.91,129$7.86M0.0%-37.9%0.105%
8/19/2024Chase Investment Counsel Corp40,986$3.53M1.2%+19.1%0.047%
8/16/2024NewEdge Advisors LLC11,252$970K0.0%-21.5%0.013%
8/16/2024 Creative Planning19,926$1.72M0.0%+25.0%0.023%
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8/16/2024Algert Global LLC8,679$748K0.0%N/A0.010%
8/16/2024Cim Investment Management Inc.4,376$377K0.1%-14.4%0.005%
8/15/2024Mackenzie Financial Corp2,364,521$203.82M0.3%+16.0%2.717%
8/15/2024The Manufacturers Life Insurance Company104,494$9.01M0.0%+0.8%0.120%
8/15/2024Millennium Management LLC900,671$77.64M0.0%-35.4%1.035%
8/15/2024AQR Capital Management LLC132,040$11.05M0.0%-25.3%0.152%
8/15/2024NBW Capital LLC88,348$7.62M1.5%+2.3%0.102%
8/15/2024Point72 Asia Singapore Pte. Ltd.850$73K0.0%N/A0.001%
8/14/2024Fred Alger Management LLC61,469$5.30M0.0%-1.0%0.071%
8/14/2024Marshall Wace LLP9,800$845K0.0%-77.0%0.011%
8/14/2024Xponance Inc.11,601$1M0.0%-5.8%0.013%
8/14/2024Bank of Montreal Can11,308$976K0.0%+10.5%0.013%
8/14/2024ProShare Advisors LLC15,503$1.34M0.0%-20.4%0.018%
8/14/2024Profund Advisors LLC4,079$352K0.0%-15.2%0.005%
8/13/2024Kayne Anderson Rudnick Investment Management LLC581,529$50.13M0.1%+1.5%0.668%
8/13/2024Ensign Peak Advisors Inc414,019$35.69M0.1%+21.6%0.476%
8/13/2024Summit Trail Advisors LLC3,993$344K0.0%+18.7%0.005%
8/13/2024Ameritas Investment Partners Inc.34,302$2.96M0.2%-1.7%0.039%
8/13/2024Thrivent Financial for Lutherans220,220$18.98M0.0%+924.2%0.253%
8/13/2024Sei Investments Co.645,244$55.62M0.1%+13.2%0.742%
8/13/2024King Luther Capital Management Corp45,295$3.90M0.0%+5.9%0.052%
8/13/2024Canada Pension Plan Investment Board5,400$465K0.0%N/A0.006%
8/13/2024Public Employees Retirement Association of Colorado9,303$802K0.0%-8.8%0.011%
8/12/2024Intech Investment Management LLC13,205$1.14M0.0%N/A0.015%
8/12/2024 Inspire Investing LLC13,715$1.18M0.1%-12.1%0.016%
8/12/2024Hsbc Holdings PLC91,969$7.93M0.0%+32.4%0.106%
8/12/2024Beck Bode LLC9,049$780K0.2%-73.5%0.010%
8/12/2024Vanguard Personalized Indexing Management LLC7,730$666K0.0%+8.8%0.009%
8/12/2024 Amalgamated Bank42,144$3.63M0.0%-6.3%0.048%
8/10/2024Mutual of America Capital Management LLC97,070$8.37M0.1%+0.4%0.112%
8/9/2024Renaissance Technologies LLC55,000$4.74M0.0%N/A0.063%
8/9/2024Dimensional Fund Advisors LP1,547,402$133.38M0.0%+8.1%1.778%
8/9/2024Massachusetts Financial Services Co. MA451,259$38.90M0.0%+20.8%0.519%
8/8/2024 Diversify Wealth Management LLC94,922$8.18M1.0%N/A0.109%
8/8/2024Envestnet Asset Management Inc.115,614$9.97M0.0%+7.1%0.133%
8/8/2024Oppenheimer Asset Management Inc.64,214$5.54M0.1%+29.4%0.074%
8/8/2024Zions Bancorporation N.A.17,792$1.53M0.1%-3.5%0.020%
8/8/2024Federated Hermes Inc.10,856$936K0.0%-3.4%0.012%
8/8/2024American Century Companies Inc.532,710$45.92M0.0%-3.8%0.612%
8/8/2024State of New Jersey Common Pension Fund D32,615$2.81M0.0%-35.1%0.037%
8/7/2024AGF Management Ltd.29,245$2.52M0.0%+7.3%0.034%
8/7/2024Daiwa Securities Group Inc.2,000$172K0.0%-9.1%0.002%
8/7/2024Texas Permanent School Fund Corp77,424$6.67M0.1%+3.1%0.089%
8/7/2024Van Berkom & Associates Inc.930,168$80.18M2.4%+1.8%1.069%
8/7/2024Choreo LLC20,537$1.78M0.0%+61.0%0.024%
8/7/2024Prudential PLC28,180$2.43M0.0%N/A0.032%
8/7/2024Ashton Thomas Private Wealth LLC1,696$146K0.0%N/A0.002%
8/6/2024Great Lakes Advisors LLC146,026$12.59M0.1%-21.4%0.168%
8/6/2024Los Angeles Capital Management LLC28,907$2.49M0.0%-13.0%0.033%
8/6/2024Candriam S.C.A.2,784$240K0.0%N/A0.003%
The real reason Elon is fully endorsing Trump (Ad)

Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to humanity, there is a war being waged on Elon Musk. This war has nothing to do with X, Elon’s stance on immigration or his support for Donald Trump.

Watch this new documentary and you’ll discover what Elon knows,
8/5/2024Summit Creek Advisors LLC239,696$20.66M2.8%-6.5%0.275%
8/5/2024Arizona State Retirement System24,120$2.08M0.0%+2.3%0.028%
8/5/2024Victory Capital Management Inc.330,688$28.51M0.0%-8.1%0.380%
8/3/2024Chase Investment Counsel Corp40,956$3.21M0.9%+19.0%0.047%
8/2/2024 Oregon Public Employees Retirement Fund18,066$1.56M0.0%-14.9%0.021%
8/2/2024Generate Investment Management Ltd280,557$24.18M1.4%N/A0.322%
8/1/2024Rhumbline Advisers278,254$23.99M0.0%+2.1%0.320%
8/1/2024Versor Investments LP3,600$310K0.1%N/A0.004%
8/1/2024CIBC Asset Management Inc2,419$209K0.0%N/A0.003%
8/1/2024 Convergence Investment Partners LLC12,022$1.04M0.3%N/A0.014%
(Data available from 1/1/2016 forward)

HQY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HQY shares?

During the previous two years, 351 institutional investors and hedge funds held shares of HealthEquity. The most heavily invested institutionals were Vanguard Group Inc. ($715.78M), BlackRock Inc. ($653.26M), Wasatch Advisors LP ($604.80M), FMR LLC ($412.66M), Clearbridge Investments LLC ($204.92M), Mackenzie Financial Corp ($203.82M), and JPMorgan Chase & Co. ($170.29M).Learn more on HQY's institutional investors.

What percentage of HealthEquity stock is owned by institutional investors?

99.55% of HealthEquity stock is owned by institutional investors. Learn more on HQY's institutional investor holdings.

Which institutional investors have been buying HealthEquity stock?

Of the 289 institutional investors that purchased HealthEquity stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Motley Fool Asset Management LLC ($3.67M), Wasatch Advisors LP ($2.55M), Clearbridge Investments LLC ($2.08M), FMR LLC ($1.11M), Mackenzie Financial Corp ($990.89K), Lord Abbett & CO. LLC ($747.10K), and Norges Bank ($655.84K).

How much institutional buying is happening at HealthEquity?

Institutional investors have bought a total of 25,126,645 shares in the last 24 months. This purchase volume represents approximately $1.76B in transactions.

Which HealthEquity major shareholders have been selling company stock?

Of the 201 institutional investors that sold HealthEquity stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: William Blair Investment Management LLC ($1.43M), Wasatch Advisors LP ($1.01M), Victory Capital Management Inc. ($906.05K), Credit Suisse AG ($789.47K), TimesSquare Capital Management LLC ($644.24K), Allspring Global Investments Holdings LLC ($520.17K), and Millennium Management LLC ($493.99K).

How much institutional selling is happening at HealthEquity?

Institutional investors have sold a total of 13,446,839 shares in the last 24 months. This volume of shares sold represents approximately $910.79M in transactions.


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This page (NASDAQ:HQY) was last updated on 10/31/2024 by MarketBeat.com Staff
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